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Booking a new appointment When a customer calls to book, confirm three things before anything else: the exact address (including unit or s
Required fields in Jobber - First name, last name, phone, email - Service address with zip - Equipment make / model / approximate install
Emergency vs standard Emergency = no heat in winter, no cooling over 85F, any water leak, gas smell. Dispatch within 2 hours. Standard = c
Trip fee disclosure Disclose the $89 trip fee on every booking call, before ending the call. Say: 'There's an $89 trip fee that covers the
Confirming the booking Read the booking back to the customer verbatim. Send the Jobber confirmation SMS within 2 minutes of hanging up. Fl
Out of service area If the zip is not on the service-area list, do NOT promise anything. Say: 'That's outside our regular route. Let me ch
Escalation Anyone insisting on talking to the owner, any pricing pushback over $2,000, any safety concern (gas, CO, flooding): escalate to
Booking a new appointment
# Booking a new appointment When a customer calls to book, confirm three things before anything else: the exact address (including unit or suite), the equipment in question (brand and approximate age), and whether this is an emergency or can wait for the next available slot.
High-value fields pulled at ingest so exact lookups bypass RAG.
{
"schedule": [
{
"day": "mon",
"open": "07:00",
"close": "19:00"
},
{
"day": "tue",
"open": "07:00",
"close": "19:00"
},
{
"day": "wed",
"open": "07:00",
"close": "19:00"
},
{
"day": "thu",
"open": "07:00",
"close": "19:00"
},
{
"day": "fri",
"open": "07:00",
"close": "19:00"
},
{
"day": "sat",
"open": "08:00",
"close": "14:00"
}
],
"timezone": "America/Phoenix"
}